Axis Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare
HDFC Ultra Short Term Fund - Growth Option
Axis Ultra Short Duration Fund - Regular Plan Growth
Chart Comparison
Overview
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Fund | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹17232 Cr | ₹6386 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Sep 2018 | 10 Sep 2018 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 26% | 0.0% |
| Expense Ratio | 0.69 | 1.17 |
| Manager | Anil Bamboli | Aditya Pagaria |
| ISIN Code | INF179KB11R3 | INF846K01G23 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 0.4% | 0.41% |
| 6 Month | 2.94% | 2.79% |
| 1 Year | 6.97% | 6.63% |
| 3 Year | 7.11% | 6.73% |
| 5 Year | 5.83% | 5.45% |
SIP Return Analysis
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | 1.45% | 1.36% |
| 1 Year | 6.55% | 6.19% |
| 3 Year | 7.09% | 6.7% |
| 5 Year | 6.63% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 6.88% | 6.27% |
| 3 Year | 5.45% | 5.04% |
| 5 Year | 5.78% | 5.31% |
Risk Management
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | 0.54% | 0.25% |
| Sharp | 0.11% | 0.22% |
| Beta | 1.18% | 0.94% |
| Alpha | 2.43% | -0.72% |
Fund Managers
| Scheme Name | HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Name | Anil Bamboli | Aditya Pagaria |
| Total AUM | ₹135442 Cr | ₹0 Cr |
| Funds Managed | 12 | 15 |
| HDFC Ultra Short Term Fund - Growth Option | Axis Ultra Short Duration Fund - Regular Plan Growth |
Market Cap
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HDFC Ultra Short Term Fund - Growth Option |
Axis Ultra Short Duration Fund - Regular Plan Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.31%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.01%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.94%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns20.32%
Quant Infrastructure Fund - Growth Option
3Y Returns14.96%
HDFC Focused Fund - GROWTH PLAN
3Y Returns20.22%
Quant Focused Fund-Growth
3Y Returns12.92%